James Bertram - Email & Phone Number

Regional Vice President at Cnl Securities

James Bertram is based out of Nashville Metropolitan Area and works at Cnl Securities as Regional Vice President.

James Bertram's Contact Information

James Bertram's Work email

j*****@cnl***.com

Valid

Latest update

September 18, 2025

Location

Nashville Metropolitan Area

James's current employer

Cnl Securities

Description

Order Investor Kit Forms needs. View prospectuses and risk factors. CNL Strategic Capital is a company that owns private companies and se...

Website

cnlsecurities.com

HQ Location

Orlando, FL, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Cnl Securities

Frequent questions about James Bertram

What company is James Bertram working for?

James Bertram works for Cnl Securities.

What is James Bertram's function at Cnl Securities?

James Bertram is Regional Vice President at Cnl Securities.

Where is James Bertram based?

James Bertram is based out of Nashville Metropolitan Area.

What is James Bertram's work email address?

James Bertram's professional email address is j*****@cnl***.com

Who are James Bertram's co-workers?

James Bertram's colleagues are Edgar Madrigal, Mac DeCaprio, Brian Weilacher, Paula Noble, Brandon Luckett, Jon Stickney, Kimsey Bailey, Steven Fogerty, Lauri Friel, Grant Markgraf, Hunter Choate, Benjamin Cohen, Brackston Helms, Steph Laflamme, Gzim Muja, Andrea Rogers, Vince Keating, Cindy Wasielewski, Andrew Petersen, Tyler Thrift, David Brandt, Daniel Cortez, Gordy Wilhite, Kathleen Boyce, Mildred Dorta, Trenton Lawrence, Joseph Orta, Casey Caldwell.

James's co-workers

Edgar Madrigal

Vice President, Due Diligence

Mac DeCaprio

Regional Vice President

Brian Weilacher

Regional Vice President- Midwest

Paula Noble

Vice President, Key Accounts

Brandon Luckett

Regional Vice President

Jon Stickney

Regional Vice President

Kimsey Bailey

Vice President

Steven Fogerty

Regional Vice President, CNL Institutional Group

Lauri Friel

VP, Deputy Chief Compliance Officer

Grant Markgraf

Vice President - National Accounts

Hunter Choate

Senior Vice President, Business Analytics & Strategy

Benjamin Cohen

Regional Vice President

Brackston Helms

SVP National Accounts

Steph Laflamme

Gzim Muja

Regional Vice President

Andrea Rogers

Associate Vice President, Key Accounts

Vince Keating

Director, Internal Sales

Cindy Wasielewski

Director of Administration

Andrew Petersen

Director, Internal Sales

Tyler Thrift

Internal Wholesaler

David Brandt

Senior Internal Wholesaler

Daniel Cortez

Internal Wholesaler

Gordy Wilhite

National Sales Manager

Kathleen Boyce

Chief Compliance Officer

Manager, Due Diligence & Compliance

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